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this post was submitted on 21 Jul 2025
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It's not true. There's still Google making their own processors which enabled a lot of this to begin with. Plus Apple's hardware is great for AI and now getting better, it's their software that is behind atm.
You can believe that but IMO the idea the monopoly will switch from NVIDIA to Apple why? So China will buy iPhones? They will have their own AI slop and the collective west can't really afford $1000 slop machines much longer imo. This is literally why its a bubble, like 2008 but now its selling premium garbage phones with premium AI "functionality" to people who... can't afford rent or food next month? This is why its a bubble, its completely disconnected from the real economy. Look at NVIDIA themselves, they're destroying the desktop GPU market in favor of AI, they don`t give a fuck nobody can afford a $800 GPU. We've been here before, look at Apple Vision which was made to capitalize on the VR boom... except it was like 5 years late and the same "premium" Apple garbage. I'm very confident history will continue to repeat itself.
As far as Google goes, I mean the one company that destroyed their core business model(search) and is known for 20 years track record of buying companies and starting projects just to abandon/fail them soon after... Yeah about that.
Aren't their TPUs also fabbed at TSMC?